How to Combine Household Statements and Mailings

Multiple Fidelity accounts for different people living at the same address can mean lots of mail. Fortunately, you can combine all eligible accounts in a household onto one consolidated statement to cut down the amount of mail or email communications you receive from us.

What are the benefits of combining statements?

You can receive one consolidated statement sent in one envelope for all eligible accounts in a single household to reduce the amount of mail you receive from us. Additionally, we will only send one copy of publications and marketing materials to cut down on potential duplicates. For eDelivery, we combine statements into one email, sent to the primary account holder. And although each account's trading activity will generate a separate confirmation statement, if multiple trades are placed on the same day, we'll send the confirmations in one envelope. Household members receiving a combined statement do not need to be related as long as they're living at the same address.

What do I need to know?

  • All of the accounts you want to household must be owned by people living at the same address.
  • You do not need to be the primary account owner; however, the combined statement will be mailed or eDelivered to the primary account holder.
  • A single, combined statement addressed to the owner(s) of the primary account will replace all individual account statements. You will no longer receive an individual statement.
  • You will need the Social Security or tax identification number for each member of the household, or you can use the specific account numbers for the accounts you'd like to include.

If each member of the household wants his or her eligible accounts included, select All Statements for Each Owner. If a household member prefers to have some of his or her accounts excluded (for privacy), select Specific Statements by Account Owner.

If you choose All Statements for Each Owner:

  • You'll see a list of individuals currently associated with your account.
  • If needed, add additional names and Social Security numbers by selecting Add Another Account Owner. Select Continue.
  • Review the statements you're combining, read the Terms and Conditions, indicate you agree, and select Submit.

If you choose Specific Statements by Account Owner:

  • You'll see a list of all your eligible accounts; select the accounts you would like to add.
  • If needed, add new accounts by selecting "Yes, I'd like to add more accounts." Select Continue.
  • Review the statements you're combining, read the Terms and Conditions, indicate you agree, and select Submit.

Once you've submitted your request, you'll see a confirmation page with your confirmation number.

If you prefer, you may choose to combine your household's statements by completing the Combined Statement/Mailings form (PDF) or calling us at 800-343-3548 and we can help you.

What to expect

  • After you complete the online process, your change is effective within 3 business days.
  • We'll email a confirmation to you within 1–2 business days. If you don't use eDelivery, you'll receive a confirmation in the U.S. Mail in 3–5 business days.
  • You'll receive your consolidated statement on your next scheduled statement delivery date. Other mailings will be consolidated as they become available (such as prospectuses, shareholder reports, and marketing materials).
  • Your household will receive a single envelope containing trade confirmations for brokerage and mutual fund trades made on the same day that contain separate trade confirmations for each account.

Note: If any one account owner changes the address on an account associated with the household, all accounts included in the household will be updated with the new address.